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NACCO Industries
NC

45 hedge funds and large institutions have $61.1M invested in NACCO Industries in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 44.76% → 44.65% (-0.12%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

5% less capital invested

Capital invested by funds: $64.5M → $61.1M (-$3.36M)

6% less funds holding

Funds holding: 48 → 45 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.23M
2
Goldman Sachs
Goldman Sachs
New York
+$229K
3
BlackRock
BlackRock
New York
+$107K
4
Bank of America
Bank of America
North Carolina
+$83.6K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$63K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$292K
2
Millennium Management
Millennium Management
New York
-$223K
3
Invesco
Invesco
Georgia
-$222K
4
Northern Trust
Northern Trust
Illinois
-$216K
5
State Street
State Street
Massachusetts
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$52.5K +$35.7K +1,459 +226%
Wells Fargo
27
Wells Fargo
California
$48K -$143K -5,840 -75%
TRCT
28
Tower Research Capital (TRC)
New York
$16K -$137K -5,590 -90%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$16K -$3.64K -149 -18%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K -$3.3K -135 -18%
FMII
31
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
Citigroup
32
Citigroup
New York
$8K -$9.78K -400 -56%
AIP
33
Ameritas Investment Partners
Nebraska
$8K – – –
Legal & General Group
34
Legal & General Group
United Kingdom
$8K – – –
EI
35
Ellevest Inc
New York
$7K -$7.33K -300 -51%
PAM
36
Panagora Asset Management
Massachusetts
$6K – – –
CA
37
Clearstead Advisors
Ohio
$5K – – –
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$5K +$4.5K +184 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$4K -$11.4K -467 -70%
HNB
40
Huntington National Bank
Ohio
$2K – – –
WT
41
Whittier Trust
California
$2K – – –
CWP
42
Concord Wealth Partners
Virginia
$1K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$1K – – –
AIG
44
American International Group
New York
$54 +$147 +6 +0.3%
Millennium Management
45
Millennium Management
New York
– -$223K -8,491 Closed
Invesco
46
Invesco
Georgia
– -$222K -8,453 Closed
Prudential Financial
47
Prudential Financial
New Jersey
– -$206K -7,826 Closed
JIR
48
James Investment Research
Ohio
– -$191K -7,255 Closed
ICM
49
Invenomic Capital Management
Massachusetts
– -$14K -541 Closed
1
2

NC Hedge Fund Activity: Q1 2021 in Review

45 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2021, worth a combined $61.1M — down 5.2% from $64.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NC and 2 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Fidelity Investments, adding an estimated $1.23M. The largest seller was Renaissance Technologies, cutting an estimated $292K.

  • 45 institutional investors held NACCO Industries (NC) as of Q1 2021, down from 48 in Q4 2020.
  • Funds reported $61.1M of NACCO Industries stock for Q1 2021, down 5.2% quarter-over-quarter.
  • 2 funds opened new NACCO Industries positions in Q1 2021 and 5 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q1 2021 was Fidelity Investments, an estimated $1.23M added.
  • The largest NACCO Industries seller in Q1 2021 was Renaissance Technologies, an estimated $292K sold.

Based on aggregated 13F filings for Q1 2021.